Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$527K
- Life$527K
- Short-term disability$527K
- Long-term disability$527K
- Other$527K
- Vision$33K
Sponsor portfolio
METASOURCE, LLC
EIN 26-0771758information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$16.1M assets
Welfare
1
$561K premiums
Participants
1,397
12162 SOUTH BUSINESS PARK DRIVE, SUITE 113 - DRAPER, UT 84020801-984-6626metasource.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $561K premiums / 616 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- SUN LIFE ASSURANCE COMPANY OF CANADA94%
- UNITEDHEALTHCARE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
96%top
- IMA, INC.96%
- DIVERSIFIED INSURANCE GROUP4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
METASOURCE, LLC 401(K) PLAN
401k
Assets$16.1M
Participants781
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
METASOURCE, LLC
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$561K
Covered lives616
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | METASOURCE, LLC 401(K) PLAN | 401k | $16.1M | 781 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | METASOURCE, LLC | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $561K | 616 | 2025 |
Retirement plans
Welfare plans